Allworth Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $223K | Buy |
2,464
+1,429
| +138% | +$121K | ﹤0.01% | 1426 |
|
|
2026
Q1 | $86.5K | Buy |
1,035
+329
| +47% | +$27K | ﹤0.01% | 1929 |
|
|
2025
Q4 | $64.7K | Buy |
706
+331
| +88% | +$31.7K | ﹤0.01% | 2030 |
|
|
2025
Q3 | $35.5K | Sell |
375
-372
| -50% | -$35K | ﹤0.01% | 2343 |
|
|
2025
Q2 | $78.3K | Buy |
747
+552
| +283% | +$52.3K | ﹤0.01% | 1679 |
|
|
2025
Q1 | $16.7K | Buy |
195
+33
| +20% | +$3.38K | ﹤0.01% | 2179 |
|
|
2024
Q4 | $17.1K | Buy |
162
+57
| +54% | +$5.31K | ﹤0.01% | 2190 |
|
|
2024
Q3 | $8.6K | Sell |
105
-12
| -10% | -$926 | ﹤0.01% | 2334 |
|
|
2024
Q2 | $8.59K | Buy |
117
+48
| +70% | +$3.88K | ﹤0.01% | 2284 |
|
|
2024
Q1 | $5.63K | Buy |
69
+22
| +47% | +$1.72K | ﹤0.01% | 2361 |
|
|
2023
Q4 | $3.12K | Buy |
47
+13
| +38% | +$901 | ﹤0.01% | 2474 |
|
|
2023
Q3 | $2.48K | Buy |
34
+13
| +62% | +$878 | ﹤0.01% | 2437 |
|
|
2023
Q2 | $1.33K | Sell |
21
-17
| -45% | -$986 | ﹤0.01% | 2642 |
|
|
2023
Q1 | $2.23K | Buy |
38
+3
| +9% | +$182 | ﹤0.01% | 2365 |
|
|
2022
Q4 | $2.16K | Buy |
35
+3
| +9% | +$202 | ﹤0.01% | 2218 |
|
|
2022
Q3 | $2K | Buy |
32
+28
| +700% | +$1.77K | ﹤0.01% | 2154 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2570 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | +$216 | ﹤0.01% | 2227 |
|
|
2021
Q1 | – | Sell |
-22
| Closed | -$2K | – | 1548 |
|
|
2020
Q4 | $2K | Buy |
+22
| New | +$1.37K | ﹤0.01% | 1160 |
|
|
2019
Q4 | – | Sell |
-500
| Closed | -$29K | – | 1076 |
|
|
2019
Q3 | $29K | Hold |
500
| – | – | ﹤0.01% | 399 |
|
|
2019
Q2 | $33K | Hold |
500
| – | – | ﹤0.01% | 383 |
|
|
2019
Q1 | $37K | Hold |
500
| – | – | ﹤0.01% | 359 |
|
|
2018
Q4 | $30K | Sell |
500
-500
| -50% | -$40.3K | ﹤0.01% | 351 |
|
|
2018
Q3 | $94K | Hold |
1,000
| – | – | ﹤0.01% | 219 |
|
|
2018
Q2 | $75K | Hold |
1,000
| – | – | ﹤0.01% | 230 |
|
|
2018
Q1 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 227 |
|
|
2017
Q4 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 256 |
|
|
2017
Q3 | $51K | Hold |
1,000
| – | – | ﹤0.01% | 239 |
|
|
2017
Q2 | $50K | Hold |
1,000
| – | – | ﹤0.01% | 251 |
|
|
2017
Q1 | $42K | Buy |
+1,000
| New | +$44.3K | ﹤0.01% | 250 |
|
Other funds holding HQY
WA
Allworth Financial's HQY Position: Q2 2026 in Review
Allworth Financial increased its HealthEquity (HQY) stake by 138% in Q2 2026, buying an estimated $121K and bringing the position to 2,464 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.
Allworth Financial first reported a position in HQY in Q1 2017 and has held it in 30 quarters since. 501 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Allworth Financial held 2,464 shares of HealthEquity worth $223K as of Q2 2026.
- Allworth Financial bought 1,429 HealthEquity shares in Q2 2026, an estimated $121K.
- HealthEquity made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1426 holding.
- Allworth Financial first reported a position in HealthEquity in Q1 2017 and has held it in 30 quarters since.
- 501 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.